Financial Due Diligence Prep for Internal Audit Managers with Excel
The Problem
Quality-of-earnings work for Internal Audit targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Excel
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
Excel Integration Approach
Audit your Excel configuration
We map the specific Excel objects, custom fields, and workflows the automation needs to touch for your internal audit practice.
Build on the Excel API or agent
Integration happens inside Excel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Excel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Excel instance
30-minute call. We'll look at your actual Excel setup and show exactly how this workflow fits.